Lead Caller

INFINITE HOME COMFORT

⚡ POWER DIALER ACTIVE

Account

Calls On

Sign Out

0 total

0 active

0 closed

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Call Queue

⚡ Power Dialer Off

Now calling: —

📞 0 called ✓ 0 connected 📱 0 voicemail

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	#	Name	Phone	Email	City	Status	Priority	Date Added	Notes

From

Call Log

0 selected

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🎤 Voicemails

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Route Planner

Working Today

Coverage

Assignments

Run optimization first

Timeline ▾

Team Management

Booked Closed Sale

Appointments

⚡ CRM Automations

🤖 AI Auto-Reply

When enabled, AI automatically responds to customer messages with the goal of booking appointments. AI uses Smart Schedule to recommend route-optimized time slots.

Enable AI Auto-Reply Use Smart Schedule for AI bookings

📱 No-Answer Follow-Up Sequences

Automatically send text messages after a customer doesn't pick up. Messages are sent via Twilio using the lead's phone number.

Enabled

Trigger after

📢 Text Campaigns

Send targeted SMS campaigns to filtered groups of leads. Spam-safe: max 1 message per lead every 14 days.

Campaign Name

Message Template

Variables: {first_name} {company} {ad_creative}

AI Message Helper

Lead Filters

Status

Lead age (min days)

Last contact (skip if within X days)

City

🚀 Sales Automation Templates

Pre-built sequences triggered by lead status, timing, or admin action. Enable, customize, and activate in controlled batches.

📊 Campaign Analytics

📢 Campaign Messages

Conversations started by automations. Once a human rep replies, the conversation moves to the regular Messages tab.

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Add Lead

Name *

Phone *

2nd Phone

2nd Email

Address *

Status

Priority

Lead Date — bumps lead to top of list

Follow-Up Date & Time

Appointment Date & Time *

APPOINTMENT WINDOW

Notes

📍

Lead Info

Call Notes

Activity History

Call Complete

Quick note (optional)

Next Step

Schedule Next Call

Customer Address *

Appointment Date & Time *

APPOINTMENT WINDOW

When to contact next?

or pick a custom time

Custom follow-up time

AI Call Notes

📋 Quote Sent

Follow Up In

📅 Book Appointment

Address *

🔧 Crew Assignment

Techs needed

Conflicts use the appointment time below. Distance & drive time appear after Smart Schedule geocodes the address.

🗺️ Smart Schedule

Slot

Pick a day, then a time slot. Slots are color-coded by route fit and crew availability.

Appointment *

⏰ Schedule Callback

⬇ Download

Import from Google Sheets

Your sheet must be shared as "Anyone with the link can view" for this to work.
Sheet: New Leads 2025 — Duplicates (matched by phone) will be skipped.

Fetching leads from Google Sheets...

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Messages

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Phone Connecting...

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Sends from +1 (289) 514-9915

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📵 Missed Calls

Incoming calls that went unanswered

Phone Configuration

All calls and SMS use +1 (289) 514-9915. Credentials are managed server-side via Netlify environment variables.

Employee Management

Add New Employee

Change My Password

Call Log

🎤 Voicemails

Route Planner

Team Management

⚡ CRM Automations

🚀 Sales Automation Templates

📢 Campaign Messages

Reset Password

Enter Verification Code

Set New Password

Login with Phone

Enter Login Code

Employee Management

Add New Employee

Change My Password

Edit Employee

Call Settings

Reset Password

Call Log

🎤 Voicemails

Route Planner

Team Management

⚡ CRM Automations

🚀 Sales Automation Templates

📢 Campaign Messages

Add Lead

Call Complete

Import from Google Sheets

Who is this appointment for?

Appointment Time